1 день назад
Personal Banker (Retail Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Acquiring and deepening branch customer relationships through proactive sales, service conversations, and tailored banking solutions with an accent on customer loyalty, financial wellbeing, and risk management. Focus on identifying customer needs, expanding share of wallet, resolving banking problems, and maintaining accurate branch operations.
Location: Southlake, Texas, United States; in-office position
Company
is a banking corporation providing retail branch banking services and financial solutions to customers.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and recommend products and solutions that support financial wellbeing and loyalty.
- Conduct outbound calls, appointment setting, lobby engagement, teller interactions, and service-to-sales conversations.
- Build customer share of wallet through ecosystem partnerships and community relationships.
- Educate customers on transaction management tools and available banking options.
- Manage customer problems, branch operations, and risk in accordance with policies and procedures.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- An associate degree or equivalent experience; a comparable combination of education, certifications, and experience may be accepted.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong customer service, communication, problem-solving, prioritization, and opportunity-identification skills.
- Successful completion of applicable background checks under Consumer Financial Protection Bureau regulations.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- In-office work environment with an inclusive and supportive workplace culture.
- Medical, prescription, dental, vision, life insurance, disability, and health savings account options.
- 401(k) match, pension, stock purchase plans, dependent care support, and family-related reimbursements.
- Educational assistance, wellness programs, and financial incentives.
- Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
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